Top 10 Independent (IFAs) & Restricted Financial Advisers in Aston Rowant

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  • Yellow Bear Financial Consultancy

    Chinnor
    FCA verified
    Offices in Bucks and Oxfordshire. We offer a modern and friendly approach to the complex area of financial planning.
    58
    £50k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Chinnor
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1513
    £150k+
    Can help with
    Pensions & retirement
  • AFH Wealth Management LTD

    Chinnor
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1720
    £50k+
    Can help with
    Pensions & retirement
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  • Douglas Steers & Company

    Stokenchurch
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    5231
    £50k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Thame
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    63
    £250k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Swyncombe
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    63
    £250k+
    Can help with
    Pensions & retirement
  • Chris Philcox - True Potential Wealth Management

    Thame
    FCA verified
    I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
    291
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Thame
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17497
    £100k+
    Can help with
    Pensions & retirement
  • Steve Harris at True Potential Wealth Management

    Thame
    FCA verified
    Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge, and expertise can help you achieve your financial dreams.
    103
    £100k+
    Can help with
    Pensions & retirement
  • John Humphries - Continuum Financial Services LLP

    Thame
    FCA verified
    Friendly, local, Chartered Financial Planner - IFA; providing unbiased advice in a clear and simple fashion. With over 30 years experience I provide pension and investment advice in whatever way that suits you best.
    77
    £50k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.